What is a scheduled report

A scheduled report is a type of report linked to an automatic delivery schedule.

Create a scheduled report

1. Create a report
2. Set an initial filter within the report.
3. Set up a schedule from Actions > Schedule and select the scheduling type from the available options:
   • No schedule
   • Simple schedule
   • Advanced schedule

Simple schedule

Simply enter the email address to send the notification to and choose the frequency type — daily, monthly, or yearly.

Advanced schedule

Note: to set up an advanced schedule, you first need to create a control view.

1. Create a view of type Tabular Report based on the same table used for the report.
2. The view must contain at least the following fields:
   • User ID
   • Business email of the users who should receive the notification
3. Apply the same initial filter used in the report.
   Tip: run both the view and the report to verify that the data matches your expectations.
4. Set up the schedule by selecting the related table (the same one used to create the report).
5. In the Control view field, select the previously created view (this allows the system to retrieve the User ID and email address of the recipients).
6. Select User ID in the “UserID of the current user” field for notifications.
7. In the Notification section, configure the notification email by choosing the view set in the Control view field.
8. You can receive the report as an Excel file attached to the email. In the Notification section, tick “Attach report content as Excel attachment.”
   Note: this works only if the email text contains the tag %%REPORT_CONTENT%%.
9. Set the schedule type: single or recurring.
   For recurring schedules:
   • Run once: executes the export one time after the specified number of days.
     1. Frequency: specify the number of days between runs.
     2. Time: specify the execution time.
   • Run multiple times: executes the export several times per day.
     1. Frequency: specify how often the export runs each day.
     2. Additional options: define the time interval for recurring exports.
   • Weekly:
     1. Day of the week: specify which day the export should run.
     2. Time: specify the time to run the export.
   • Monthly:
     1. Day of the month: specify which day of the month to run the export.
        Note: to schedule the export for the last day of the month, select 31 — the system will automatically adjust for each month.
     2. Time: specify the time to run the export.
10. Tick the Active checkbox.
11. Save all changes.